When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood.
She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and controversial.
Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth.
She explains how multiple S curves can operate simultaneously, and how Ark fuses the macro and thematic with bottom-up conviction, along with the volatility.
She continues by discussing idea generation and Ark’s big themes including multiomic sequencing, energy storage and robotics.
She discusses risk, benchmarks, setbacks, and where to go to find work in an AI disrupted world.
The Money Maze Podcast is kindly sponsored by
Schroders,
IFM Investors,
World Gold Council and
LSEG.
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